+73.7%
UAL vs ARWR
+1,024.2%
-950.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -2.0% |
| 7D | -3.0% | -17.8% | +14.8% | -0.4% |
| 30D | +10.5% | -18.1% | +28.6% | +13.6% |
| 3M | -13.5% | -44.2% | +30.7% | -5.7% |
| 6M | +14.2% | -38.6% | +52.9% | +22.1% |
| YTD | -2.2% | -28.0% | +25.8% | +1.5% |
| 1Y | +12.5% | +16.1% | -3.6% | +7.9% |
| 3Y | +186.8% | +84.0% | +102.8% | +141.0% |
| 5Y | +119.4% | -35.4% | +154.7% | +102.9% |
| All | +73.7% | +1,024.2% | -950.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling